Experience

Rachel Pinner Lobdell is a highly accomplished financial professional with over two decades of experience in the wealth management industry. A graduate of Florida Southern College, she earned dual degrees in Computer Information Systems and Finance in 1999, launching her career at Wachovia Securities. Over the next decade, she developed a strong foundation in client service and operational excellence.

In 2008, Rachel joined UBS, where she has held a variety of positions including Senior Registered Client Service Associate, Branch Office Administrator, and Supervisory Officer. In each capacity, she has demonstrated a deep understanding of regulatory compliance, risk management, and operational oversight—skills that complement her core focus on financial planning.

Rachel has been a valued member of our team since January 2020. She specializes in relationship management, portfolio monitoring, trading operations, and delivering world-class client service. As a CERTIFIED FINANCIAL PLANNER® and Chartered Financial Consultant®, she empowers clients to understand and navigate the financial planning process with confidence and clarity. She holds FINRA licenses Series 7, 9, 10, 63, and 65, and holds Life, Health, Variable Annuity, and Long-Term Care insurance licenses.

A proud breast cancer survivor, Rachel brings a resilient and optimistic outlook to every challenge. Passionate about giving back, she actively mentors others facing similar journeys and is deeply committed to community service. She has served as Teaming Chair for the American Cancer Society’s Annual Breast Cancer Walk and currently serves on the Board of the Breast Cancer Foundation of Central Florida.

Rachel and her husband, Matt, live in Lakeland, Florida, with their energetic dog, Molly. They are active members of Victory Church. Outside of work, Rachel enjoys traveling, playing golf, cheering on her favorite sports teams, gardening, and gourmet cooking.

Amy Garbrecht brings nearly 20 years of experience in the financial services industry, combining deep operational expertise with a passion for delivering an exceptional client experience. She began her career at Morgan Stanley in 2005 and joined UBS in 2008, where she continues to play an integral role as a Senior Registered Client Service Associate.

A graduate of the University of Central Florida, Amy holds a degree in Finance with a minor in International Business and is a CERTIFIED FINANCIAL PLANNER™ professional. As the team’s operations liaison, she applies her critical thinking skills and comprehensive knowledge of investment and banking strategies to manage day-to-day operations and support our team in helping clients pursue their financial goals.

Amy is especially skilled at building meaningful relationships and has extensive experience working with high-net-worth families and multi-generational planning. Prior to her career in wealth management, she spent nine years managing the legal, insurance, and financial operations of her family’s powerboat racing promotion business—an experience that sharpened her leadership and business acumen.

Outside the office, Amy is a devoted Green Bay Packers fan who enjoys traveling, discovering new restaurants, and spending time on the water. She lives in Winter Haven, Florida, with her son, Austen, and her two Dobermans, Khaos and Bo.

With a Bachelor’s degree in Management and Supervision from Polk State College, Sarah brings over a decade of experience in accounting and finance, including specialized roles such as a Compensation Analyst and Wire Transfer Specialist.

As a Client Associate for the Johnson Wealth Consulting Group, she manages a wide range of responsibilities including customer service inquiries, facilitating money movement, managing calendars, new client onboarding, operations support, and document compliance. Known for being analytical, adaptive, personable, and committed, she thrives in dynamic environments where attention to detail and strong communication are key.

Outside of work, she is a dedicated mother to two young children, ages 4 and 2, who keep her busy. She enjoys spending time outdoors, being with family, playing with dog Reese, and unwinding with a good thriller or mystery novel. She and husband are also active members of First Presbyterian Church in Winter Haven, Florida.